CRM & Sales Pipeline

CRM that hands deals straight to sales and finance

From first contact to signed order, your customer data stays in one place — and flows into quotations, invoices and projects without copying.
  • Leads & sources
  • Opportunities
  • Clients & history
  • Customer groups
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CRM & Sales Pipeline
Pipeline

Drag deals to the finish line

Visualise every opportunity on a kanban pipeline with your own deal stages, and move deals forward with a drag.
  • Kanban pipeline
  • Custom deal stages
  • Drag-to-move
  • Win/loss tracking
Lead capture

Import, qualify and convert

Bring leads in from Excel, track their source and status, and convert qualified leads into opportunities and clients.
  • Excel import & export
  • Lead statuses
  • Lead sources
  • Convert to client
Campaigns & surveys

Stay in touch at scale

Send email campaigns to targeted lists and collect feedback with surveys shared by public link.
  • Email campaigns
  • Mailing lists
  • Public surveys
  • Survey results
Eigenschaften

Connected Features

Each area of ERPSync shares the same customers, products, people and ledger, so work done in one place is instantly available everywhere else.

Client Portal & Helpdesk

Give clients a self-service portal for invoices, estimates and contracts, and answer their tickets in a built-in helpdesk.

Mehr

Ihr gesamtes Unternehmen, synchron.

Bringen Sie Projekte, Vertrieb, Finanzen, Lager, Fertigung und Personal auf eine Plattform – und hören Sie auf, Tabellen abzugleichen.

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Kontaktiere uns

In Kontakt kommen

Wir gedeihen, wenn wir innovative Ideen entwickeln, verstehen aber auch, dass ein intelligentes Konzept mit faucibus sapien odio messbaren Ergebnissen unterstützt werden sollte.